Installing IDG-Trade

 Installing IDG-Trade

• Both the Trial and the Bought versions are exactly the same download file.

• The difference is that once you purchase IDG-Trade, you will receive a registration number which removes any restrictions.

• In the trial version, there are only two restrictions.

  • The first is to limit the number of your customers to 30, and

  • the second is that the software will not be accessible after 30 days.

1. Download IDG-Trade from the Internet.

• If you have not already downloaded the software, click here to go to the download page.

• A box will be displayed. You will be asked to press the button that will either say 'Save' or 'Save the program to Disk' (depending on what version of Windows you are using). It is advisable to write down the directory name where the file is being saved just in case you need to start the installation manually after the download has completed.

• Press the 'Save' or 'OK' button to continue.

2. While it is downloading to your computer, click on the Startup Instructions above to help you during and after installation.

Please note that the installation file is called IDGSetup.exe and is approx. 21 Mb in size.

With a 56k modem, it is expected to take approximately 1½ hours (this depends on your internet provider).

The download is restartable, which means that if you lose your internet connection, or if you need to cancel the download for some reason, you can click again on the Download page at the top of this page and the download will continue from where it left off. If you have broadband, it will be downloaded in minutes.

3. Once the download is complete, it should automatically ask if you would like to begin installation. Installation will only take a few minutes and will require you to restart your computer before you can use IDG-Trade. You must do this.

If you do not wish to install IDG-Trade straight away, you can double-click the IDGSetup.exe file from your download directory when you are ready.

4. During the installation, follow the instructions and accept all the defaults.

Please load the software to the C: drive.

If you really have to load IDG-Trade to a drive other than the C: drive, you will need to read the help that will be available after installation. (select the Window's Start button; Programs; IDG-Trade; IDG-Trade Help, and select the "Known Problems and Peculiarities" topic from the Contents. Look at point 2.

But please only load to a different drive if you really have to.

5. IDG-Trade can be used in many different countries.

When you start IDG-Trade, it uses the settings from your Windows Control Panel. Therefore, currency, date format, and numbers are controlled by you from the Regional and Language Options in the Control Panel.

The language in IDG-Trade does not change; it is currently only in English. This means that all screen labels and help screens are all in English. 

6. Please email us if you find that IDG-Trade cannot support your work. We cannot promise that we will make any changes for you, but we will look at any suggestions. We are always looking for ideas that will enhance our software.

Suggestions when first starting to use IDG-Trade

We have tried to make IDG-Trade as user friendly as possible, but there’s no getting around the user having to put certain details in the software. When first going in, it is worth spending the time going through each tab on the setup wizard.

After doing as much as possible in the setup wizard, press exit and on the main menu, press Utilities, and open Defaults. Just go through each tab and double check there is nothing else you want to change. Most of the details will be setup from the setup wizard.

Once finished on the Defaults screen, close it and open up each of the other screens from the Utilities screen. I wouldn’t worry about changing too much at this point, although change the Owner details to your own name so that when you print the invoices etc, your name will appear on the documents.

Once finished on the Utilities screen, close it and go through each of the Details buttons on the left of the Main Menu. Add yourself as an Employee, as well as a Supplier (you will be supplying labour).

Add some stock in the stock details screen. Note that labour is a stock item with one difference… the Unit of Measure needs to have the value of HRS on the stock screen.

One last thing, IDG-Trade has the ability of loading a file containing a list of parts with price, description, trade price, and retail price.

When you are ready to look at IDG-Trade, the best way to check out the basic details is:

• From the Main Menu, open up the Customer Details. Just use the customer that is there – make any changes you want.

• Press the Quotes button on the right of the Customer screen

• Insert a new quote then press the Quote Breakdown button to select your labour and stock items

• From the Cost Breakdown screen, press the Select Stock button and enter a quantity against each of the items there (or whatever you want). Exit and go back to the Quote Details screen.

• Press the Accept tab on the Quote Details screen and press the Create Job button.

• You will now find yourself on the Job Details screen. The button on the right of the screen only are accessible after a Start Date has been entered (just press the ‘=’ button to the right).

• Now just press each of the buttons to the right in turn to see what they do.

 That’s plenty to look at for the moment. Press F1 any time for screen help.

Please direct any questions to contact@idgtrade.com. 

Thank you for your interest in IDG-Trade.